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| Provider | Service type | Compensation |
|---|---|---|
ERNST & YOUNG LLP4+ years Filed as: ERNST & YOUNG US LLP Service code 10 PITTSBG NTNL BNK PITT 640382 · PITTSBURGH, PA 152640382 | Accounting | $12,475 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $765 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,201 | $79,523+243.5% | $140,019+95.1% | $56,289+385.4% |
| Participation rate | 97.2% | 85.7%+11.5pp | 87.5%+9.7pp | 69.9%+27.3pp |
| Annual return | -6.39% | 2.39%-8.8pp | 651.17%-657.6pp | -9.96%+3.6pp |
| Employer contribution / active EE | $13,565 | $3,350+304.9% | $5,605+142.0% | $2,111+542.6% |
| Participant deferral / active EE | $15,558 | $5,129+203.3% | $6,927+124.6% | $3,350+364.4% |
| Admin fee / account holder | $84 | $614-86.4% | $10,705-99.2% | $521-83.9% |